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Peter Nickel Augustin

Dakota Wealth, LLC

Akron, OH

Palm Beach Gardens, FL

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Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-07-16
  • OH RA
    APPROVED
    Since 2019-07-16

Branch Locations

275 Springside Drive Suite 250, Akron, OH 44333 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2017
Morgan Stanley Chicago IL 06/2014 06/2017
Robert W Baird & Co, Inc. Chicago IL 06/2017 03/2019
Springside Partners Llc Akron OH 03/2019 10/2019
Dakota Wealth, Llc Palm Beach Gardens FL 07/2019 Present
Dakoré Wealth Management, Llc Akron OH 08/2020 02/2025
  • 01/2015 → 06/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2014 → 06/2017
    Morgan Stanley
    Chicago, IL
  • 06/2017 → 03/2019
    Robert W Baird & Co, Inc.
    Chicago, IL
  • 03/2019 → 10/2019
    Springside Partners Llc
    Akron, OH
  • 07/2019 → Present
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
  • 08/2020 → 02/2025
    Dakoré Wealth Management, Llc
    Akron, OH
Previous Registrations
  • 2020-10-01 → 2025-02-26
    Dakore Wealth Management, Llc
    Palm Beach Gardens, FL
    Akron, OH
  • 2019-03-12 → 2019-11-01
    Springside Partners Llc
    Akron, OH
  • 2017-06-28 → 2019-04-03
    Robert W. Baird & Co. Incorporated
    Chicago, IL
    Akron, OH
  • 2014-07-29 → 2017-06-29
    Morgan Stanley
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-29
  • S66 Uniform Combined State Law Examination
    2014-07-29
Designations
Other Names
  • Peter Augustin

View on SEC IAPD

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